Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Live Oak Private Wealth LLC | $1.7M |
| 2 | Prospera Financial Services Inc | $1.2M |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $775.0K |
| 4 | D.A. DAVIDSON & CO. | $410.4K |
| 5 | J.W. COLE ADVISORS, INC. | $302.8K |
| 6 | Farther Finance Advisors, LLC | $7.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$302.8K | |
| 2 | +$76.9K | |
| 3 | +$55.7K | |
| 4 | +$41.4K | |
| 5 | +$340 | |
| 6 | -$17.5K | |
| 7 | -$18.3K |